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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Service code 99 · EIN 13-4071393 | Other Fees | $17,516 |
NOVA 401(K) ASSOCIATES1 year Service code 17 · EIN 20-1181458 | Pension Consulting | $1,700 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,315 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,403 | $62,132+24.6% | $185,835-58.3% | $73,493+5.3% |
| Participation rate | 76.9% | 67.8%+9.0pp | 78.0%-1.2pp | 70.7%+6.2pp |
| Annual return | 16.35% | 20.44%-4.1pp | 35.96%-19.6pp | 28.51%-12.2pp |
| Employer contribution / active EE | $2,539 | $1,681+51.0% | $4,087-37.9% | $2,270+11.8% |
| Participant deferral / active EE | $4,788 | $3,711+29.0% | $5,633-15.0% | $3,740+28.0% |
| Admin fee / account holder | $11 | $419-97.4% | $9,502-99.9% | $513-97.9% |